Rebekah E. Eason
ROOTED PLANNING GROUP
Corning, NY 14830
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CRD#: 7045466
Professional summary
Rebekah Elizabeth Eason, CFP®, who also goes by Rebekah Elizabeth Partridge, Rebekah Partridge, is a registered financial advisor currently at ROOTED PLANNING GROUP located in Corning, New York.
Rebekah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rebekah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
From the time I was a child I ...
I graduated from SUNY Alfred S...
In my spare time I enjoy runni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Fixed Fee (Subscription, Retai...
Hourly
Millennials
Are you a "fiduciary"?
Yes
Aliases
Rebekah Elizabeth Partridge | Rebekah Partridge
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
She Shed Creations, LLC: Ms. Eason runs a craft business that sells small craft product such as mugs, wreaths and other seasonal items. She spends approximately fifteen (15) hours per month in this capacity. This business is outside of Rooted Planning Group. Ms. Eason volunteers for Advisors Give Back, which is a pro-bono financial helpline. Ms. Eason does not receive compensation for the services she provides; she spends approximately two (2) hours per month in this capacity. This outside business activity is not connected to Rooted Planning Group.
CRS (Client Relationship Summary) - RIA
Click below to view Rebekah Elizabeth Eason's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 2, 2020 - Present
ROOTED PLANNING GROUP
Office #1: 10 East Market Street, Corning, NY 14830RIA
CRD#: 284120
Corning, NY
Past
January 5, 2019 - December 31, 2019
ROOTED PLANNING GROUP
RIA
CRD#: 284120
CORNING, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROOTED PLANNING GROUP
IRVINE WEALTH PLANNING STRATEGIES, LLC | ROOTED PLANNING GROUP
CRD#: 284120 / SEC#: 801-112546
RIA
Registered Investment Advisory firm - (3/1/2018 Approved)Florida
Registered Investment Advisory firm - (6/6/2018 Terminated)New York
Registered Investment Advisory firm - (6/6/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/30/2020)
IAR
New York(8/27/2021)
IAR
Pennsylvania(2/17/2022)
Current Firm
ROOTED PLANNING GROUP
IRVINE WEALTH PLANNING STRATEGIES, LLC | ROOTED PLANNING GROUP
CRD#: 284120 / SEC#: 801-112546
RIA
Registered Investment Advisory firm - (3/1/2018 Approved)Florida
Registered Investment Advisory firm - (6/6/2018 Terminated)New York
Registered Investment Advisory firm - (6/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 East Market Street, Corning, NY 14830
Mailing Address
Phone number
(607) 438-2761
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 705 |
| AUM (Assets Under Management) | $ 117,735,789 |
Red Flags
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Company Information
ROOTED PLANNING GROUP
CRD#: 284120Corning, NY 14830TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
